Triad Financial Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Triad Financial Advisors’s Portfolio DFSV Stock Details DFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$315K	Buy	+12,431	New	+$328K	0.11%	72

Other funds holding DFSV

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Triad Financial Advisors's DFSV Position: Q3 2023 in Review

Triad Financial Advisors opened a new position in Dimensional US Small Cap Value ETF (DFSV) in Q3 2023: 12,431 shares worth $315K. The stake represents 0.11% of the portfolio and ranks #72 among its holdings.

220 funds tracked by Wall St. Rank hold DFSV as of Q3 2023.

Triad Financial Advisors held 12,431 shares of Dimensional US Small Cap Value ETF worth $315K as of Q3 2023.
Dimensional US Small Cap Value ETF was a new Triad Financial Advisors position in Q3 2023.
Dimensional US Small Cap Value ETF made up 0.11% of Triad Financial Advisors's portfolio in Q3 2023, its #72 holding.
220 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.